Fullerton Financial Planning

She did not take the time to check her information

Do yourself a favor and find a Certified Financial Planner but not the Fullerton Financial Planning!  I had my meeting and cookies, declined the roses.

She was not willing to work with me until I retired.  Well, my goal was planning for retirement and I had over 500,000 in retirement accounts.

Guess you need to be in another tax bracket.  Now off to find a certified financial planner who will help me put a plan in place so I can feel comfortable with my exit strategy.

Oh, did I tell you her estimate of my projected monthly income was off by over 6000, indicated I had annuities from someplace I did not.

She did not take the time to check her information, blamed it on the fact her husband met with me the first time, of course that was a bait and switch after you get the nice letter from Stephanie indicating she cleared her calendar and would be meeting with you personally. HAHA!

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Fullerton Financial Planning reviews are no way affiliated with yelp & reddit. Their business is located at 14155 N 83rd Ave #144, Peoria, AZ 85381, USA. Fullerton Financial Planning could be contacted by dialing (623) 974-0300 or logging on their website fullertonfp.com. Fullerton Financial Planning business page on Dirty Scam received 0 consumers reviews/complaints, page views and 6000$ of monetary losses. The most of the users reported the severity of the scam is Extremely High.
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North 83rd Avenue 14155
Peoria 85381 AZ US
Get directions
Reviews:0
Reported Loss :6000 $
Severity of Scam :Extremely High
Reported by : Anonymous
Views :

FAQs

Is Fullerton Financial Planning a scam?
Yes, Fullerton Financial Planning is a scam and a bad service provider as per the report filed on dirtyscam.com, They are not aggressive toward their customer satisfaction and complaint grievance.
Is Fullerton Financial Planning a legit?
No, Fullerton Financial Planning is not a legit business owner or provider, you should take all precautions/measures before buying or using their services.
How many reviews submitted by Fullerton Financial Planning consumers?
There is/are 1 review(s) posted about Fullerton Financial Planning and its indicate that the severity of the scam is Extremely High.
Where is Fullerton Financial Planning located?
Fullerton Financial Planning is located at 14155 N 83rd Ave #144, Peoria, AZ 85381, USA.
How much monetary losses incurred by Fullerton Financial Planning customers?
6000 $ monetary losses incurred by Fullerton Financial Planning customers.